10744 State Hwy 18, PO Box 200, Conneaut Lake, PA 16316

Home
About Us
- Our Mission
- Our Team
Our Services
Insights
Tools
Contact
Events

Newsletters

Click on the Newsletter Link below:

The Federal Reserve and Interest Rates
Third Quarter Economic Update
Proactive Year-End Tax Planning
Traditional and Roth IRAs
Second Quarter Economic Update
Ideas to Help Prepare for a Recession
Five Strategies To Improve Your Investing Experience
Weathering Volatility with a Long-Term Strategy
Tax Report Q1 2023

Contact

Office: 814-382-8686

Toll-Free: 800-572-9011

10744 State Highway 18

PO Box 200

Conneaut Lake, PA 16316

randy@shafferfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment adviser. Fixed and/or traditional insurance services offered through Shaffer Financial Services, which is not affiliated with Osaic Wealth, Inc..

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CO, FL, MD, NC, OH, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.